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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,819 | $58,848-8.5% | $88,179-39.0% | $82,637-34.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.09% | 22.76%-6.7pp | 64.97%-48.9pp | 53.51%-37.4pp |
| Employer contribution / active EE | $7,728 | $1,678+360.5% | $2,549+203.2% | $2,552+202.8% |
| Participant deferral / active EE | $5,340 | $3,124+70.9% | $4,614+15.7% | $4,126+29.4% |
| Admin fee / account holder | $11,099 | $4,795+131.5% | $7,673+44.6% | $7,339+51.2% |